Christopher Shagawat (CRD# 6065926) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Beacon Investment Advisory Services, Inc. | Morristown, NJ | May 2015 - Current | 9 |
Acertus Capital Management, LLC | Morristown, NJ | Apr 2013 - Current | 11 |
The Mde Group, Inc. | Morristown, NJ | Jul 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2012 |
- NJ
-
Total Assets Under Management4,018MILLIONS
-
Total Number of Accounts2,833ACCOUNTS
-
Average Account Value$1,418,371
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AR, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT
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